Freestone Insights

Empowering our clients with insights and resources from our team of advisors, partners, and thought leaders.

Medicare Basics: What You Need to Know

In Honor of World Health Day The one universally known thing about Medicare is that it’s complicated.  Part A, Part

Freestone Advisors Recognized as 2024 Five Star Wealth Manager Award Winners

Freestone congratulates the following advisors for their recognition as 2024 Five Star Wealth Manager award winners: Andrew Erisman, CIMA®; Bobby

2024 Women’s History Month Series: Jenny Doherty

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Breana Brown

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Jenna Brazile

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Ann Gookin

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

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2024 Women’s History Month Series: Stephanie d’Ippolito

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

2024 Women’s History Month Series: Christine Opp

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

Freestone’s Gary Furukawa and Erik Morgan featured on The Diamond Podcast for Financial Advisors

“Bourbon, Real Estate and Golf Courses: How Innovations in Investments, Training and Client Service Built a $9.4B Business.” Freestone’s Founder,

2024 Women’s History Month Series: Alyssa Morris

In honor of Women’s History Month, we’re showcasing some of the inspiring talent at Freestone. By highlighting the successes of

Freestone’s car wash platform, Thoroughbred Express, celebrates the grand opening of its newest location

Freestone launched Thoroughbred Express, its car wash platform, in 2020 with one site in Glasgow, Kentucky. Since then, Thoroughbred has

Freestone News

Freestone Capital Management Named Alternative Investment Firm of the Year by Wealth Solutions Report

Prestigious Industry Award Recognizes Top Firms that Provide Alternative Assets for Clients Freestone Capital Management (“Freestone”), a Seattle-based Registered Investment

Estate Planning / Financial PlanningInsights

5 Components of an Estate Plan

When thinking about Estate Planning, the first thing that comes to mind for most people is a Will. While this

Financial Planning / For Advisors / InsightsWealth Management

An Advisor’s Edge: Freestone’s Value-Add Investment Approach

Digital disruption and the rise of robo-advisors have created the difficult task for you to provide value in a crowded

For AdvisorsInsights

Cultivating Advisor Growth at Freestone

It can feel stifling when you’re expected to develop your own direct business channels with little to no direction from